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Bernstein Private Wealth for iPhone - APP DOWNLOAD

Clients can access their information wherever, whenever with the new Bernstein Private Wealth app for their mobile device

Logging in to the app has never been easier or more secure Bernstein Private Wealth is a finance iPhone app specially designed to be fully-featured bernstein app.

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Clients can access their information wherever, whenever with the new Bernstein Private Wealth app for their mobile device. Quickly check account balances, review asset allocation, follow transactions, and assess performance.



Secure Log-in



• Logging in to the app has never been easier or more secure

• Simply input username and password, or

• Fingerprint mapping and facial recognition technology allow you to log in using your mobile device’s biometrics authentication capabilities…no more passwords to remember!



Quick Balances



• Review balances for all your Bernstein accounts

• Drill down to see balance by sub-account



Follow Your Investments



• Check asset allocation, activity, holdings and performance with one click

• Easily toggle between account views



Asset Allocation



• Assess allocation by asset class or portfolio objective

• Drill down to the sub-asset class detail



Activity



• Review transaction history for all buys and sells, additions and withdrawals

• Filter to a specific date range or transaction amount



Holdings



• Examine detailed list of holdings by asset class

• See managed and unmanaged securities

• Aggregate securities by relationship to understand total exposure

• Click to check cost basis and other holding detail



Performance



• Evaluate performance at the relationship or account level

• View as time-weighted return or internal rate of return as appropriate

• Drop-down menu to change time period

• Easily check money earned, contributions, and withdrawals

• Compare to major indices



Contact Your Advisor



• My Team icon at the bottom of every page

• Find your Bernstein Advisor’s name, phone number, and e-mail

• Tap to connect to your Advisor in an instant

Related: LVECU Mobile Access: Access your accounts wherever you are with LVECU mobile access

Download Bernstein Private Wealth free for iPhone and iPad

In order to download IPA files follow these steps.

Step 1: Download the Apple Configurator 2 app to your Mac.

Note that you will need to have macOS 10.15.6 installed.

Step 2: Log in to Your Apple Account.

Now you have to connect Your iPhone to your Mac via USB cable and select the destination folder.

Step 3: Download the Bernstein Private Wealth IPA File.

Now you can access the desired IPA file in the destination folder.


Download from the App Store